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Sales and Service Advisor

Job Description - Sales and Service Advisor

Job Description

To deliver an exceptional and efficient customer experience by proactively understanding customer needs, providing tailored product solutions, and directing customers to the most suitable service channels (including eChannels and self-service). Ensure all interactions align with established policies, processes, and service standards.
  • Connect with our customers by living up to our brand promise of “how can we help you?” at all times. Converse with our customers in a way that they fully understand and provide helpful solutions and products based on their needs
  • Conduct themselves in an ethical manner at all times
  • Adhere to the TCF (Treating Customer fairly) principles in all that you do
  • Identify and sell/cross sell products aligned to customer needs
  • Maximize channel optimisation opportunities identified aligned to customer needs  
  • Ensure activities support cost containment and reduction
  • Optimize every customer interaction to migrate or convert customer to eChannels and or encourage use of digital and self-service channels
  • Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions Optimize every customer interaction to migrate or convert customer to eChannels and or encourage use of digital and self-service channels
  • Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions
  • Fulfilling transactions above the benchmark set and providing an exceptional customer experience

You will be an ideal candidate if you have:

  • Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or high qualification.

  • 1 to 3 years' experience in Direct Sales

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

03/02/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

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